INSW Earnings

INSW reported its FY2025Q3 earnings on 2025-11-06, showcasing a revenue of 196.39M against an estimate of 186.25M, resulting in a 5.44% surprise. The EPS was 1.15, surpassing the expected 0.91 by 26.37%. The stock experienced a 4.45% price change on the earnings day and a 6.02% change over the next five days, reflecting market reactions to the results.

Following INSW's FY2025Q3 earnings announcement on 2025-11-06, the stock price moved by 4.45% on the day of the release. Over the subsequent five days, it saw a 6.02% change. Historically, INSW's stock price tends to shift by an average of -1.39% in the 10 days leading up to earnings and -0.22% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate INSW's annual revenue to reach 243.60M, while the EPS is projected at 1.77. These estimates reflect recent revisions, with revenue estimates revised upward by 0.83% and EPS estimates revised upward by 1.84% over the past three months, indicating analyst expectation in the company's performance.

The correlation between INSW's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.83%, while EPS estimates moved revised upward by 1.84%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, INSW's stock price typically moves by -1.39% in the 10 days before its earnings and -0.22% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.77 and revenue of 243.60M.

The earnings call reveals strong financial performance, with record high dividends, a robust balance sheet, and a positive tanker demand outlook. The Q&A session supports these sentiments, with management expressing confidence in future spot rates and fleet renewal strategies. The extension of the share repurchase program and a substantial dividend payout are further positives. Although management provided vague responses on certain fleet renewal plans, this did not significantly detract from the overall positive sentiment. The company's market cap suggests a moderate stock price reaction, leading to a 'Positive' prediction.